Supplemental Insurance Training – Including Short Term, Dental, And Vision

Start Your Supplemental Insurance Training For Insurance Agents

This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental Insurance plan.

Before You Start Selling…

Make sure you get contracted with Ancillary carriers before you try to sell any plans.

What Is The Sales Process Flow?

Below is a summary of how the Sales Process Flow works. This process will help new agents become fully trained Ancillary Sales Agents.

Get To Know Your Client

✓ Fill Out the Client Intake Form and Gather Information.
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On.
✓ View Plans and Prices.
✓ Cover Lowest Priced Option, Then Cover More Coverage Options.
✓ Offer Dental & Vision.
✓ Offer Life with Living Benefits Or Basic Deductible Coverage To Help With Out Of Pocket Expenses On The Health Plan They Picked During OE.

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option, Then Cover More Coverage Options
✓ Offer Dental & Vision
✓ Offer Life with Living Benefits Or Basic Deductible Coverage To Help With Out Of Pocket Expenses On The Health Plan They Picked During OE